Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Bowen is an investment advisor representative with Edward Jones. She has been in the industry since 2014. Jennifer Bowen is registered with the state of Ohio. Jennifer Bowen holds a Series 6, Series 7, Series 63, and Series 65 licenses. Jennifer Bowen is a dedicated and experienced investment advisor who is committed to helping clients achieve their financial goals. Jennifer Bowen provides financial planning, portfolio management, and selection of other advisors services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
02/13/2018 - Present
Edward Jones (STREETSBORO OH)
OH
03/04/2015 - 06/20/2016
FIFTH THIRD SECURITIES, INC. (TWINSBURG OH)
OH
10/30/2014 - 11/12/2014
CCO INVESTMENT SERVICES CORP. (UNIVERSITY HEIGHTS OH)
IA
Issued 05/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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